The Lab Case report shows all the lab cases that are linked to an appointment. This report is used to identify the patients who have pending lab cases, allowing you to track cases that are due or overdue. This report shows real-time data.
Competitor Reports
- Lab Case Manager (Dentrix)
- Lab Tracker (Eaglesoft)
- Lab Cases List (Open Dental)
Use Cases
- Identify the patients that have pending lab cases, allowing you to track cases that are due or overdue.
- Track lab cases that were created in a specific date range.
- Track the total lab cases and lab costs against each dental lab, provider, or location.
Let's get started!
- Navigate to the System Menu > select Operational Reports under Insights.
- Click the + icon on the left or the Generate Report button on the right for the chosen report.
Explore below to learn more about the desired views, filter criteria, and results.
The Lab Case report shows the patient details, appointment details of the linked appointment, sent date, due date, received date, and lab cost. The user has the flexibility to group the lab cases by lab, location, or provider. Additionally, the total number of lab cases and the total cost of all the lab cases under the individual group will also be shown in the report.
Let's explore the filters:
| No | Filters | Description |
| 1 | Date As* |
Choose whether to run this report by the following options:
|
| 2 | Date Range* |
Choose a date range to focus the report on lab cases with an appointment date falling within the selected date range, or lab cases that have been Created/Sent/Due/Received within the selected date range. *By default, the date range will be for the current day. |
| 3 | Provider* | Select the provider(s) to focus the report on lab cases associated with the selected provider(s). |
| 4 | Location* |
Select the location(s) to focus the report on lab cases associated with appointments in the selected appointment location(s). *By default, the user’s default location will be selected. |
| 5 | Lab | Choose to focus the report on lab cases associated with the selected lab(s). |
| 6 | Group By | Choose whether to group the report results by Labs, Locations, or Providers. |
| 7 | Patient Flag | Choose to focus the report based on the patients with the selected patient flags. |
| 8 | Patient | Choose to focus the report based on the selected patients. |
| 9 | Include Notes | Choose whether to include the lab notes in the report. |
Once you have selected the desired filters, click on the Generate button to generate your on-screen report or Download Report As button to download your report.
Generation/Download Criteria
- Due to data volume, reports with more than 5 Treatment Locations or a date range exceeding 6 Months will not be generated on-screen.
- Reports meeting these criteria will be accessible in the Scheduled Downloads section.
Result
Now, let us take a look at the results of the Lab Case Report.
- Patient Name: The name of the patient.
- Patient ID: The system-assigned number used to identify this patient and their records.
- Created Date: The date on which the lab case was created in the system.
- Appt. Date: The date of the patient’s appointment associated with this lab case.
- Appt. Time: The time for which the associated appointment is/was scheduled.
- Location: The short name of the appointment location associated with this lab case.
- Provider: The short name of the treatment provider associated with the lab case.
- Prod. Type: The type of production associated with the appointment.
- Lab: The dental lab to which the lab case was sent.
- Lab Cost: The estimated or actual cost of this lab case.
- Tooth #: The tooth numbers associated with the lab case, if any.
- Tooth Shade: The tooth shade associated with the lab case.
- Appt. Status: The current status of the patient’s appointment associated with this lab case.
- Sent Date: The date the lab case was sent to the dental lab.
- Due Date: The date the lab case is/was projected to be due.
- Received Date: The date the lab case was received.
- Reference No.: The reference number of the lab case.
- Notes: Any notes that have been included in the lab case.
To enable Permissions,
- Navigate to the System Menu > select Practice Settings > Administration > Profiles.
- Click Manage Permissions for the intended profile.
- Select Insights.
- Select Generate Lab Report.
- Click Save.
- On the Confirm Action modal that appears, click Yes to proceed.
- A toast notification appears on the top right stating, 'Profile updated successfully'.
Practices can use this comprehensive guide to efficiently generate reports, explore various use cases, and apply the necessary filter criteria to generate the desired report. Following this guide will help you create reports quickly, understand the different views available, and customize reports to meet specific needs.
Click here to explore the complete list of permissions and their descriptions.